Vanguard ActiveLife Climate Aware 60-70% Equity A Acc

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£202.4243

arrow-down£-0.632 (-0.31%)

Fund Code

VABAA

BZ83005

GB00BZ830054

Prices updated as at 22 Jan 2025

Prices in GBP

Investment objective

The Fund seeks to provide an increase in the value of investments over the long-term (more than 5 years) together with some money paid out from those investments as income. The Fund is actively managed and seeks to achieve its investment objective by investing in a combination of shares and bonds. The Manager will invest: - 60-70% of the Fund’s assets in company shares; and - 30-40% of the Fund’s assets in a combination of bonds issued by companies and bonds issued by entities which are not companies. The Manager will make sure at least 70% of the Fund’s assets meet at least one of the Climate Considerations for company shares, corporate bonds and sovereign bonds.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	High
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
5 - year
Morningstar return	Above Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	Above Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-3.20	0.14
	0.97	0.84
	-1.34	0.02
	75.80	89.38
	0.40	0.14
	5.62	7.49
	2.76	2.74

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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